Salesforce Expert for a project
Budget: €10,000 – €20,000 EUR
We need a salesforce commerce expert who can perform the work listed below.
Of course, this is a very rough “plan and description”
We would like to arrange a non-binding Zoom meeting to talk about our project.
In the end, we need much more than what is written or listed here. We assume that you understand our requirements and that you work in a solution-oriented manner and with us in mind.
Here you have a first description. This is how I made the advertisement:
We are a brokerage platform. We refer customers to suitable workshops and need a solution in Salesforce for our lead management.
1. the customer makes an inquiry via our website (We would do this via WordPress by our own)
2. we check the request in an “admin area” and distribute the anonymized lead
the anonymized lead manually to 3 partner workshops.
3. the partner workshops can view the leads in their
“workshop area” and either reject them or submit an offer (price
(price, check some checkboxes and fill in a text field)
4. the end customer receives an email with the offer and the
contact details of the workshop. He also receives a link to the
“Customer area” where he can view his request and all previous offers.
can view.
Requirements:
“Customer area”
- The customer receives an e-mail from us with a link to a customer area.
- The customer area is created automatically for each request made. (No username or password required, it is just a link)
- Here the customer can view the offers received from the workshops (with contact details of the workshop)
- The customer has the option of clicking on “Order placed” for a workshop
“Workshop area”
There are 3 tabs in the partner area:
- New requests tab:
- All new (anonymized) requests can be seen here.
- The workshop has the option to click on “Reject request” (with a short explanation) or on “Send offer”.
- With “Send offer” a price must be entered, some checkboxes and a text field)
- The request is then moved to the “Processed requests” tab
- Tab “Processed requests”
- Here you have the option to click on “Receive order”. The request is then moved to the “Orders” tab
- Orders” tab
-Here you will find orders that have been won
“Admin area”
- All requests can be viewed here
- The requests are distributed to various partner workshops.
- We can see if a lead has been marked as “Order received” or “Order placed” by the workshop or the customer (table with different columns)
- We see the different offers that have been created for a request from the partner workshops.
Of course, this is a very rough “plan and description”
We would like to arrange a non-binding Zoom meeting to talk about our project.
In the end, we need much more than what is written or listed here. We assume that you understand our requirements and that you work in a solution-oriented manner and with us in mind.
Here you have a first description. This is how I made the advertisement:
We are a brokerage platform. We refer customers to suitable workshops and need a solution in Salesforce for our lead management.
1. the customer makes an inquiry via our website (We would do this via WordPress by our own)
2. we check the request in an “admin area” and distribute the anonymized lead
the anonymized lead manually to 3 partner workshops.
3. the partner workshops can view the leads in their
“workshop area” and either reject them or submit an offer (price
(price, check some checkboxes and fill in a text field)
4. the end customer receives an email with the offer and the
contact details of the workshop. He also receives a link to the
“Customer area” where he can view his request and all previous offers.
can view.
Requirements:
“Customer area”
- The customer receives an e-mail from us with a link to a customer area.
- The customer area is created automatically for each request made. (No username or password required, it is just a link)
- Here the customer can view the offers received from the workshops (with contact details of the workshop)
- The customer has the option of clicking on “Order placed” for a workshop
“Workshop area”
There are 3 tabs in the partner area:
- New requests tab:
- All new (anonymized) requests can be seen here.
- The workshop has the option to click on “Reject request” (with a short explanation) or on “Send offer”.
- With “Send offer” a price must be entered, some checkboxes and a text field)
- The request is then moved to the “Processed requests” tab
- Tab “Processed requests”
- Here you have the option to click on “Receive order”. The request is then moved to the “Orders” tab
- Orders” tab
-Here you will find orders that have been won
“Admin area”
- All requests can be viewed here
- The requests are distributed to various partner workshops.
- We can see if a lead has been marked as “Order received” or “Order placed” by the workshop or the customer (table with different columns)
- We see the different offers that have been created for a request from the partner workshops.